See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,463 | $136,307+25.8% | $106,619+60.8% | $273,961-37.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 3.38% | 11.05%-7.7pp | 9.42%-6.0pp | 41.45%-38.1pp |
| Employer contribution / active EE | $113 | $5,190-97.8% | $3,947-97.1% | $4,869-97.7% |
| Participant deferral / active EE | $113 | $4,969-97.7% | $3,930-97.1% | $5,287-97.9% |
| Admin fee / account holder | $733 | $8,625-91.5% | $6,418-88.6% | $10,132-92.8% |